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Weather the risk storms with ease buoyed by Lodestars greater predictability.
Welcome to Lodestar Fund Managers, where our mission is to simplify the complex world of investments and construct portfolios using a rules-based process.
Our team of investment professionals use their knowledge and experience to build a suite of investment products. Our product development is driven by our overarching aim to enhance benchmark returns whilst also reducing volatility and extreme drawdowns.
Products managed with our quantitative, rules-based investment approach is used by sophisticated investors as a core investment product within a larger fund.
Lodestar Global Equity Fund
Available as a Segregated Mandate or a CIS
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Launched in 2017 as a segregated mandate. Lodestar has offered the CIS since 2019. The Global Equity Fund has the MSCI World Index as its benchmark since 2019. Available through the Ninety One platform or 27four Collective Investment Scheme.
Lodestar Core Equity Fund
Available as a Segregated Mandate or a CIS
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In February 2022, Lodestar launched it’s Core Equity CIS that has the Capped SWIX as its benchmark and is backed by large institutional investors. Available through 27four Collective Investment Scheme.
Bespoke Products
Tailor-made solutions to your specific needs
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We are also able to build tailor-made solutions to your specific needs, for instance to be exclusively ethical investing, Sharia funds or ESG funds.
Global Equity Portfolio
The Lodestar Global Equity portfolio is our flagship product and was launched in 2017.
Its benchmark is the the MSCI World Index and provides investors with diversified exposure to Developed Market equities. The portfolio attempts to have Developed Market equity exposure of more than 99% at all times to avoid timing risks.
The Global Equity portfolio is available as a CIS, the Lodestar Global Equity 27Four Fund, as well as a segregated mandate to institutional clients. This portfolio aims to deliver reliable long-term performance by enhancing the global equity risk premium and weathering market storms by using Lodestar’s risk managed portfolio construction process. This offers clients the opportunity to reduce market risk without sacrificing long-term performance potential relative to the benchmark. The Lodestar Global Equity 27Four Fund can be accessed through 27four Collective Investments.
See how the Global Equity Fund has weathered the storms.
See how the Global Equity Fund has weathered the storms.
SA Core Equity Fund
The Lodestar Core Equity portfolio is our South African equity strategy and was launched in June 2021.
It has the Capped SWIX as its benchmark and provides diversified exposure to large cap and liquid mid cap shares. The portfolio attempts to have SA equity exposure of more than 99% at all times to avoid timing risks.
The Core Equity portfolio is available as a CIS, the Lodestar Core Equity 27Four Fund, as well as a s a segregated mandate for institutional investors This specialist South African equities portfolio aims to deliver reliable long-term performance by enhancing the equity risk premium and weathering market storms by using Lodestar’s risk managed portfolio construction process. This offers clients the opportunity to reduce market risk without sacrificing long-term performance potential relative to the benchmark. This is available through 27four Collective Investments.
See how the SA Core Equity Fund has performed.
See how the SA Core Equity Fund has performed.
Bespoke Products
Our systematic rules-based, tech-led, portfolio construction methodology allows us to offer specialised investment strategies. We are able to create and manage a number of sector-specific funds, including Technology Funds, Energy Funds, Ethical Funds, ESG Funds, etc. These funds would offer exposure to specific sectors of the market, allowing portfolios to capitalise on the growth potential of these industries.
Need a bespoke solution? Get expertly engineered solutions!
Need a bespoke solution? Get expertly engineered solutions!
We are here to help you stay informed
At Lodestar Fund Managers, we pride ourselves on our commitment to transparency and accountability. Our team of experienced investment professionals are available to answer any questions and provide regular updates on the performance of our products. Do you need additional information?